Schwab Charles (SCHW) Invested Capital (2009 - 2026)
Schwab Charles' Invested Capital was $87.26 billion in Q2 2026, up 0.1% from $87.16 billion a year earlier and up 6.1% from the prior quarter.
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Analysis
Schwab Charles (SCHW) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Invested Capital at Schwab Charles came in at $80.39 billion, down 14.0% from FY2024.
- Invested Capital shows a five-year compound annual growth rate of 2.9% (FY2020 to FY2025).
- In earlier years, Invested Capital was $93.5 billion in FY2024 (-6.6%), $100.09 billion in FY2023 (+34.3%), $74.54 billion in FY2022 (-6.9%) and $80.08 billion in FY2021 (+14.9%).
- The Q2 2026 figure marks the highest quarterly Invested Capital since Q1 2025.
- Compared with a year earlier, Invested Capital was higher in two of the last eight quarters, with an average decline of 9.4%.
- The best year-over-year quarter for Invested Capital over five years was Q3 2021 (growth of 104.2%); the worst was Q3 2022 (a decline of 27.0%).
- Per Business Quant data, SCHW's Invested Capital in the three quarters before Q2 2026 was $82.22 billion (Q1 2026), $80.39 billion (Q4 2025) and $76.97 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - | 3,955.81 Bn |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - | 53.87 Bn |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - | 677.67 Bn |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - | 506.91 Bn |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - | 113.21 Bn |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - | 1,214.47 Bn |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn | 139.84 Bn |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - | 1,795.44 Bn |
| 10 | Schwab Charles | 160.43 Bn | -7.81 Bn | - | 91.47 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 91.47 Bn |
| Jun 30, 2026 | 87.26 Bn |
| Mar 31, 2026 | 82.22 Bn |
| Dec 31, 2025 | 80.39 Bn |
| Sep 30, 2025 | 76.97 Bn |
| Jun 30, 2025 | 87.16 Bn |
| Mar 31, 2025 | 89.41 Bn |
| Dec 31, 2024 | 93.50 Bn |
| Sep 30, 2024 | 102.86 Bn |
| Jun 30, 2024 | 100.80 Bn |
| Mar 31, 2024 | 97.68 Bn |
| Dec 31, 2023 | 100.09 Bn |
| Sep 30, 2023 | 101.99 Bn |
| Jun 30, 2023 | 108.46 Bn |
| Mar 31, 2023 | 109.06 Bn |
| Dec 31, 2022 | 74.54 Bn |
| Sep 30, 2022 | 58.39 Bn |
| Jun 30, 2022 | 66.98 Bn |
| Mar 31, 2022 | 74.21 Bn |
| Dec 31, 2021 | 80.08 Bn |
API Access
Schwab Charles Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "SCHW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();